Detailed Case Information - PR21-00346
Case Description: PR21-00346 - TRUST: PATRICIA ANN DAVIDS TRUST DATED 10-5-2005
Filing Date: 05/19/2021
Case Type: TN - TRUST/CONSERVATORSHIP
Status:
Printer Friendly VersionCase Parties
| Seq No. | Type | Name |
|---|---|---|
| 1 | JUDG - Judge | GORMAN, PROB. COMM. EDMUND J. |
| 2 | ATTY - Attorney | Reid, Esq., Tamara |
| 3 | ATTY - Attorney | Jager, Esq., J. Scott |
| 4 | ATTY - Attorney | Riley, Esq., Timothy J. |
| 5 | PETR - Petitioner | BOLDI, SUSAN MARIE |
| 6 | TRUS - Trust | PATRICIA ANN DAVIDS TRUST, DATED OCTOBER 5, 2005, AS AMENDED, |
| 7 | TRUS - Trust | SUSAN MARIE BOLDI IRREVOCABLE TRUST DATED MARCH 1, 2017, |
| 8 | INST - Interested Party | JOHNSON, CPA, JAMES |
| 9 | ATTY - Attorney | Rafferty, Esq., Michaelle DiGrazia |
| 11 | ATTY - Attorney | Renner, Esq., Carolyn K. |
| 12 | ATTY - Attorney | Wallace, Esq., F. McClure |
| 13 | ATTY - Attorney | Millsap, Esq., Patrick R. |
Reference Numbers
No Cross Reference Numbers AvailableEvent Information
| Date/Time | Hearing Judge | Event Description | Outcome |
|---|---|---|---|
| 1. 01/21/2026 at 1:00 PM | Honorable PROB. COMM. GORMAN |
HP26 - OTHER PROB/TRST/GDSHP HRG |
- filed on: |
| 2. 04/25/2023 at 8:02 AM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 05/18/2023 |
| 3. 04/18/2023 at 9:07 AM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 04/20/2023 |
| 4. 02/27/2023 at 12:49 PM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 03/13/2023 |
| 5. 01/20/2023 at 10:51 AM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 01/26/2023 |
| 6. 01/06/2023 at 2:26 PM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 01/13/2023 |
| 7. 12/01/2022 at 11:10 AM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 12/09/2022 |
| 8. 11/03/2022 at 2:37 PM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 11/10/2022 |
| 9. 08/26/2022 at 8:38 AM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 09/02/2022 |
| 10. 07/14/2022 at 1:00 PM | Honorable PROB. COMM. GORMAN |
H820 - STATUS HEARING |
D270 - Continued - Counsel to Reset filed on: 07/14/2022 |
| 11. 06/17/2022 at 4:41 PM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 06/17/2022 |
| 12. 05/24/2022 at 10:00 AM | Honorable PROB. COMM. GORMAN |
H820 - STATUS HEARING |
D270 - Continued - Counsel to Reset filed on: 07/14/2022 |
| 13. 04/29/2022 at 12:01 PM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 05/05/2022 |
| 14. 04/14/2022 at 1:00 PM | Honorable PROB. COMM. GORMAN |
H820 - STATUS HEARING |
D844 - Vacated - Reset filed on: 03/07/2022 |
| 15. 01/27/2022 at 1:00 PM | Honorable PROB. COMM. GORMAN |
HP26 - OTHER PROB/TRST/GDSHP HRG |
D843 - Vacated - to be reset filed on: 01/26/2022 |
| 16. 01/19/2022 at 2:52 PM | Honorable PROB. COMM. GORMAN |
S1 - Request for Submission |
S200 - Request for Submission Complet filed on: 02/16/2022 |
| 17. 11/03/2021 at 10:00 AM | Honorable PROB. COMM. GORMAN |
HP26 - OTHER PROB/TRST/GDSHP HRG |
D445 - Heard - Continued filed on: 11/03/2021 |
| 18. 10/13/2021 at 10:00 AM | Honorable PROB. COMM. GORMAN |
HP26 - OTHER PROB/TRST/GDSHP HRG |
D445 - Heard - Continued filed on: 10/13/2021 |
| 19. 09/15/2021 at 10:00 AM | Honorable PROB. COMM. GORMAN |
HP26 - OTHER PROB/TRST/GDSHP HRG |
D445 - Heard - Continued filed on: 09/15/2021 |
| 20. 07/28/2021 at 1:00 PM | Honorable PROB. COMM. GORMAN |
HP26 - OTHER PROB/TRST/GDSHP HRG |
D445 - Heard - Continued filed on: 07/28/2021 |
| 21. 06/30/2021 at 1:00 PM | Honorable PROB. COMM. GORMAN |
HP26 - OTHER PROB/TRST/GDSHP HRG |
D445 - Heard - Continued filed on: 06/30/2021 |
Docket Entry Information
| Docket Description | Date Filed |
|---|---|
| 1. 2550 - Notice of Hearing | 12/12/2025 |
| 2. 1067 - Affidavit/Declaration of Service | 12/12/2025 |
| 3. NEF - Proof of Electronic Service | 12/12/2025 |
| 4. NEF - Proof of Electronic Service | 12/11/2025 |
| 5. 3645 - Petition ... | 12/11/2025 |
| 6. NEF - Proof of Electronic Service | 06/13/2023 |
| 7. 2690 - Ord Affirming Master Recommend | 06/13/2023 |
| 8. NEF - Proof of Electronic Service | 05/18/2023 |
| 9. 1947 - Master Recommend/Ord PC | 05/18/2023 |
| 10. NEF - Proof of Electronic Service | 04/25/2023 |
| 11. 3860 - Request for Submission | 04/25/2023 |
| 12. NEF - Proof of Electronic Service | 04/24/2023 |
| 13. 3790 - Reply to/in Opposition | 04/24/2023 |
| 14. NEF - Proof of Electronic Service | 04/20/2023 |
| 15. 2683 - Ord Addressing Stipulation | 04/20/2023 |
| 16. 3860 - Request for Submission | 04/18/2023 |
| 17. NEF - Proof of Electronic Service | 04/18/2023 |
| 18. 4050 - Stipulation ... | 04/18/2023 |
| 19. NEF - Proof of Electronic Service | 04/18/2023 |
| 20. NEF - Proof of Electronic Service | 03/20/2023 |
| 21. 3880 - Response... | 03/20/2023 |
| 22. 2683 - Ord Addressing Stipulation | 03/13/2023 |
| 23. NEF - Proof of Electronic Service | 03/13/2023 |
| 24. 3860 - Request for Submission | 02/27/2023 |
| 25. NEF - Proof of Electronic Service | 02/27/2023 |
| 26. 4047 - Stip Extension of Time ... | 02/27/2023 |
| 27. NEF - Proof of Electronic Service | 02/27/2023 |
| 28. NEF - Proof of Electronic Service | 02/07/2023 |
| 29. 2490 - Motion ... | 02/07/2023 |
| 30. 2683 - Ord Addressing Stipulation | 01/26/2023 |
| 31. NEF - Proof of Electronic Service | 01/26/2023 |
| 32. NEF - Proof of Electronic Service | 01/20/2023 |
| 33. 3860 - Request for Submission | 01/20/2023 |
| 34. NEF - Proof of Electronic Service | 01/20/2023 |
| 35. 4047 - Stip Extension of Time ... | 01/20/2023 |
| 36. 2777 - Ord Approving ... | 01/13/2023 |
| 37. NEF - Proof of Electronic Service | 01/13/2023 |
| 38. NEF - Proof of Electronic Service | 01/06/2023 |
| 39. 3860 - Request for Submission | 01/06/2023 |
| 40. NEF - Proof of Electronic Service | 01/06/2023 |
| 41. 4050 - Stipulation ... | 01/06/2023 |
| 42. NEF - Proof of Electronic Service | 12/09/2022 |
| 43. 2683 - Ord Addressing Stipulation | 12/09/2022 |
| 44. NEF - Proof of Electronic Service | 12/01/2022 |
| 45. NEF - Proof of Electronic Service | 12/01/2022 |
| 46. 3835 - Report... | 12/01/2022 |
| 47. 3860 - Request for Submission | 12/01/2022 |
| 48. NEF - Proof of Electronic Service | 11/10/2022 |
| 49. 3105 - Ord Granting ... | 11/10/2022 |
| 50. 3860 - Request for Submission | 11/03/2022 |
| 51. NEF - Proof of Electronic Service | 11/03/2022 |
| 52. NEF - Proof of Electronic Service | 10/14/2022 |
| 53. 1040P - Affidavit of Mailing - PR | 10/14/2022 |
| 54. 3835 - Report... | 10/12/2022 |
| 55. NEF - Proof of Electronic Service | 10/12/2022 |
| 56. 1040P - Affidavit of Mailing - PR | 09/30/2022 |
| 57. NEF - Proof of Electronic Service | 09/30/2022 |
| 58. 1040P - Affidavit of Mailing - PR | 09/30/2022 |
| 59. NEF - Proof of Electronic Service | 09/30/2022 |
| 60. NEF - Proof of Electronic Service | 09/07/2022 |
| 61. 2540 - Notice of Entry of Ord | 09/07/2022 |
| 62. 2777 - Ord Approving ... | 09/02/2022 |
| 63. NEF - Proof of Electronic Service | 09/02/2022 |
| 64. 3870 - Request | 08/26/2022 |
| 65. NEF - Proof of Electronic Service | 08/26/2022 |
| 66. NEF - Proof of Electronic Service | 08/26/2022 |
| 67. 3860 - Request for Submission | 08/26/2022 |
| 68. 2540 - Notice of Entry of Ord | 06/27/2022 |
| 69. NEF - Proof of Electronic Service | 06/27/2022 |
| 70. FIE - **Document Filed in Error | 06/17/2022 |
| 71. NEF - Proof of Electronic Service | 06/17/2022 |
| 72. 2683 - Ord Addressing Stipulation | 06/17/2022 |
| 73. NEF - Proof of Electronic Service | 06/17/2022 |
| 74. 3860 - Request for Submission | 06/16/2022 |
| 75. NEF - Proof of Electronic Service | 06/16/2022 |
| 76. 4045 - Stipulation to Continuance | 06/16/2022 |
| 77. NEF - Proof of Electronic Service | 06/16/2022 |
| 78. NEF - Proof of Electronic Service | 05/05/2022 |
| 79. 2683 - Ord Addressing Stipulation | 05/05/2022 |
| 80. 2520 - Notice of Appearance | 04/29/2022 |
| 81. NEF - Proof of Electronic Service | 04/29/2022 |
| 82. 3860 - Request for Submission | 04/29/2022 |
| 83. NEF - Proof of Electronic Service | 04/29/2022 |
| 84. 4045 - Stipulation to Continuance | 04/29/2022 |
| 85. NEF - Proof of Electronic Service | 04/29/2022 |
| 86. NEF - Proof of Electronic Service | 03/08/2022 |
| 87. 2690 - Ord Affirming Master Recommend | 03/08/2022 |
| 88. NEF - Proof of Electronic Service | 02/16/2022 |
| 89. 1947 - Master Recommend/Ord PC | 02/16/2022 |
| 90. NEF - Proof of Electronic Service | 01/19/2022 |
| 91. 3795 - Reply... | 01/19/2022 |
| 92. 1040P - Affidavit of Mailing - PR | 01/19/2022 |
| 93. 3860 - Request for Submission | 01/19/2022 |
| 94. NEF - Proof of Electronic Service | 01/12/2022 |
| 95. 2645 - Opposition to Mtn ... | 01/12/2022 |
| 96. NEF - Proof of Electronic Service | 12/30/2021 |
| 97. PAYRC - **Payment Receipted | 12/30/2021 |
| 98. NEF - Proof of Electronic Service | 12/30/2021 |
| 99. 1040P - Affidavit of Mailing - PR | 12/29/2021 |
| 100. $2200 - $Mtn for Summary Judgment | 12/29/2021 |
| 101. 2520 - Notice of Appearance | 12/29/2021 |
| 102. NEF - Proof of Electronic Service | 11/09/2021 |
| 103. MIN - ***Minutes | 11/09/2021 |
| 104. NEF - Proof of Electronic Service | 10/13/2021 |
| 105. MIN - ***Minutes | 10/13/2021 |
| 106. MIN - ***Minutes | 09/15/2021 |
| 107. NEF - Proof of Electronic Service | 09/15/2021 |
| 108. NEF - Proof of Electronic Service | 09/13/2021 |
| 109. 2610 - Notice ... | 09/13/2021 |
| 110. NEF - Proof of Electronic Service | 07/29/2021 |
| 111. 1040P - Affidavit of Mailing - PR | 07/29/2021 |
| 112. NEF - Proof of Electronic Service | 07/29/2021 |
| 113. MIN - ***Minutes | 07/29/2021 |
| 114. 3880 - Response... | 07/26/2021 |
| 115. NEF - Proof of Electronic Service | 07/26/2021 |
| 116. 1040P - Affidavit of Mailing - PR | 07/26/2021 |
| 117. NEF - Proof of Electronic Service | 07/26/2021 |
| 118. 2520 - Notice of Appearance | 07/23/2021 |
| 119. NEF - Proof of Electronic Service | 07/23/2021 |
| 120. NEF - Proof of Electronic Service | 07/22/2021 |
| 121. 1120 - Amended ... | 07/22/2021 |
| 122. 2540 - Notice of Entry of Ord | 07/20/2021 |
| 123. NEF - Proof of Electronic Service | 07/20/2021 |
| 124. 1040P - Affidavit of Mailing - PR | 07/20/2021 |
| 125. MIN - ***Minutes | 07/05/2021 |
| 126. NEF - Proof of Electronic Service | 07/05/2021 |
| 127. 2520 - Notice of Appearance | 06/29/2021 |
| 128. PAYRC - **Payment Receipted | 06/29/2021 |
| 129. NEF - Proof of Electronic Service | 06/29/2021 |
| 130. $1560 - $Def 1st Appearance - CV | 06/29/2021 |
| 131. 1005 - Acceptance of Service | 06/28/2021 |
| 132. NEF - Proof of Electronic Service | 06/28/2021 |
| 133. NEF - Proof of Electronic Service | 06/08/2021 |
| 134. 1040P - Affidavit of Mailing - PR | 06/08/2021 |
| 135. NEF - Proof of Electronic Service | 06/08/2021 |
| 136. 2550 - Notice of Hearing | 06/08/2021 |
| 137. $3545 - $Pet Living Trust | 05/19/2021 |
| 138. PAYRC - **Payment Receipted | 05/19/2021 |